Fiduciary Alliance’s Marsh & McLennan MMC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$276K	Buy	1,262 +334	+36%	+$73K	0.02%	402
2025 Q1	$226K	Buy	+928	New	+$226K	0.02%	352
2023 Q3	–	Sell	-360	Closed	-$67.7K	–	637
2023 Q2	$67.7K	Buy	+360	New	+$67.7K	0.01%	271